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Portfolio
Oct 21, 2026- Other76.04%
- Cash18.16%
- Stock5.80%
- Other
- 76.04%
- Cash
- 18.16%
- Stock
- 5.80%
Morningstar style box
Oct 21, 2026Current style: Large Growth
Large
Mid
Small
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 21, 2026Top 10 Holdings Weight: 116.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1 ![]() Mrvl Swap Asset Leg | 38.08% | — | — | — | — | — | — |
2 ![]() Mrvl Swap Asset Leg | 27.57% | — | — | — | — | — | — |
3 ![]() Goldman Sachs FS Treasury Intms D | 16.85% | — | — | — | — | — | — |
4 ![]() BNY Dreyfus Treasury Secs Csh Mgmt Inst | 12.19% | — | — | — | — | — | — |
| 5.80% | Equity | Information Technology | Large Growth | — | — | — | |
6 ![]() Mrvl Swap Asset Leg | 5.06% | — | — | — | — | — | — |
7 ![]() Mrvl Swap Asset Leg | 4.75% | — | — | — | — | — | — |
8 ![]() BNY Dreyfus Govt Cash Mgmt Instl | 4.04% | — | — | — | — | — | — |
9 ![]() Goldman Sachs Fin Gov 465 Institut | 1.33% | — | — | — | — | — | — |
10 ![]() Mrvl Swap Asset Leg | 0.32% | — | — | — | — | — | — |


